SBMO Share Price Performance
€33.14
13.70 (70.47%)
26.4% undervalued intrinsic discount
€45.05
Fair Value
Price €33.14
AnalystHighTarget €45.05
AnalystConsensusTarget €29.51
AnalystLowTarget €31.95
Fair Value€45.05
Share Pricen/a
SBM Offshore N.V. Stock Price
- 3 Narratives written by author
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- 33 Fair Values set on narratives written by author
SBMO Community Narratives
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Fair Value €45.05 26.4% undervalued intrinsic discount
Rising Global Demand Will Fuel Deepwater And Offshore Green Projects
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Fair Value €29.51 12.3% overvalued intrinsic discount
Steady Outlook Will Drive Offshore Capacity Expansion And Earnings Momentum
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Fair Value €31.95 3.7% overvalued intrinsic discount
Deepwater FPSO Risks Will Hamper Outlook With Modest Diversification Gains
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Deepwater FPSO Risks Will Hamper Outlook With Modest Diversification Gains
Key Takeaways Heavy reliance on offshore oil and gas projects and major clients exposes long-term revenue and earnings to energy transition and changing investment priorities. Rising project complexity, technical risks, and industry competition threaten margins, while diversification efforts face slow adoption and execution challenges.Read more
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€31.95
3.7% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
-12.56% p.a.
Profit Margin
9.64%
Future PE
20.77x
Price in 2029
€39.89
Rising Global Demand Will Fuel Deepwater And Offshore Green Projects
Key Takeaways Industry-leading project delivery and innovation position SBM Offshore for greater revenue and margin growth than current forecasts anticipate. Early entry into new markets and regions, along with strong contract structures, enhances long-term diversification and earnings resilience.Read more
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€45.05
26.4% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
3.12% p.a.
Profit Margin
13.63%
Future PE
14.21x
Price in 2029
€56.24
Steady Outlook Will Drive Offshore Capacity Expansion And Earnings Momentum
Key Takeaways Growing global offshore demand, technological innovation, and contract wins position SBM Offshore for enhanced profitability and stable cash flows. Diversification into renewables and ocean infrastructure opens high-growth opportunities beyond traditional oil and gas markets.Read more
153
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€29.51
12.3% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
-2.32% p.a.
Profit Margin
10.15%
Future PE
14.13x
Price in 2029
€37.06
Trending Discussion
Recently Updated Narratives
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SBMO: Higher Multiple Assumptions And Buyback Will Shape Returns
Fair Value: €31.95 3.7% overvalued intrinsic discount
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SBMO: Upgraded Views Will Support Confidence In Earnings Power And Execution
Fair Value: €45.05 26.4% undervalued intrinsic discount
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SBMO: 2025 Revenue Mix Stability Will Support Repricing Potential
Fair Value: €29.51 12.3% overvalued intrinsic discount
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Snowflake Analysis
SBM Offshore N.V. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Aug 06, 2026
- 5.41
- 34.20%
- 15.62%
- 139.5%
About SBMO
- Founded
- 1862
- Employees
- 6784
- CEO
- WebsiteView website
SBM Offshore N.V. provides floating production solutions to the offshore energy industry worldwide. It operates in two segments, Lease and Operate, and Turnkey. It engages in the design, supply, installation, operation, demobilization, and life extension of floating production storage and offloading (FPSO) vessels. The company also operates catenary anchor leg mooring (CALM), a single point mooring (SPM) system terminal; tension leg floaters, turret mooring systems, floating offshore wind, and brownfield and offshore loading terminals; and floating energy hubs. In addition, it owns and operates a fleet of 15 FPSOs and 1 semi-submersible unit, as well as offering offshore technologies development and digital services in the offshore oil and gas industry and broader offshore infrastructure sector. Further, the company offers turnkey supply contracts and after-sales services, which consist mainly of large production systems, large mooring systems, deepwater export systems, fluid transfer systems, tanker loading and discharge terminals, design services, supply of special components and proprietary designs and equipment activities. The company was formerly known as IHC Caland and changed its name to SBM Offshore N.V. in 2005. SBM Offshore N.V. was founded in 1862 and is headquartered in Schiphol, the Netherlands.
